Responsibilities
- Independently maintain and evolve forecasting models that connect bookings, revenue recognition, and collections across D2C.
- Collaborate with cross-functional partners, Accounting, and FP&A to support budgeting, business updates, and re-forecasting cycles.
- Perform monthly variance analysis for revenue, bookings, and cash flow—translating findings into executive-ready narratives that highlight risks, performance drivers, and strategic recommendations.
- Improve data accuracy, processes, and workflows to streamline forecasting and reporting.
- Drive strategic insights and operational alignment between Finance and business partners, enabling data-driven decision-making across the organization.
- Maintain and evolve subscription model that supports revenue forecasting, scenario planning, and the annual planning process.
- Build and automate recurring dashboards covering key metrics such as bookings, subscriptions, lifetime value (LTV), customer acquisition cost (CAC), churn, and other performance indicators.
- Support pricing decisions, promotional analysis, experiment evaluation, and investment prioritization.
Requirements
- 4+ years of financial analysis and budgeting experience, including revenue and cash planning within D2C.
- Excellent analytical and financial modeling skills, with strong attention to detail and organizational abilities.
- Deep understanding of financial principles, including bookings, revenue and cash flow forecasting
- Experience in subscription modeling.
- Strong written and oral communication skills with experience in presenting to senior management with confidence, conviction, and credibility.
- A self-starter who demonstrates initiative in shaping financial insights and improving forecasting frameworks across the business.
- Willingness to roll up your sleeves and dig into the weeds to problem solve.
Nice to Have
- Advanced Excel modeling skills
- Experience with Healthcare/ Mental Health/ Wellness industries
- Familiarity with Adaptive Insights
Benefits
- base salary
- stock awards
- comprehensive healthcare coverage
- monthly wellness stipend
- retirement savings match
- lifetime Headspace membership
- generous parental leave
Work Arrangement
Hybrid
Additional Information
- Candidates must permanently reside in the US full-time.
- For candidates with a primary residence in the greater SF area, this role will follow our hybrid model. You’ll work 3 days per week from our office, allowing for impactful in-office collaboration and connection, while enjoying the flexibility of remote work for the rest of the week.
